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[ARCHIVED FEB 24] Active Workpapers User Training
Getting Started
IMPORTANT NOTE
How to use the Active Platform (5:16)
Install Add-in
How to install the Active Workpapers add-in (1:11)
Binder Setup
How to create a workpaper binder for your client (9:33)
How to connect Active Workpapers to an excel data source (4:29)
Binder Index
How to use different workpaper sections and add records to a workpaper binder (6:14)
How to reconcile accounts using Business Fitness worksheets and custom worksheets (6:44)
How to edit record details and use other index functions (7:46)
Matters
How to create and action matters at record and binder level (8:36)
Accounting
How to make journals and adjustments when using Active Workpapers (6:03)
How to manage accounts within the Active Workpapers (2:03)
Review
How to use the Review Centre within the Active Workpapers (5:14)
Next Steps
Next steps and how to get help (0:52)
How to use the Review Centre within the Active Workpapers
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